Position in KKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$284,242
-$787,185 QoQ
Shares Held
3,097
-73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#900
of 1,265 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Northwest & Ethical Investments L.P. holds $40,857,400 across 9 Asset Management names. KKR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
758,223 | $32,292,717 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
68,179 | $3,057,828 | |
| 3 | AMP |
Ameriprise Financial Inc
|
5,442 | $2,496,571 | |
| 4 | TROW |
Price T Rowe Group Inc
|
16,816 | $1,911,811 | |
| 5 | APO |
Apollo Global Management, Inc.
|
2,619 | $309,853 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
3,097 | $284,242 | |
| 7 | TPG |
TPG Inc.
|
5,284 | $214,266 | |
| 8 | SII |
Sprott Inc.
|
1,811 | $203,465 |
All Filings in KKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,242 | 3,097 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,071,427 | 11,583 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,422,931 | 11,162 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,738,081 | 13,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,682,164 | 12,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,300,034 | 11,245 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $470,353 | 3,180 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $506,650 | 3,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,160 | 2,149 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $397,190 | 3,949 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $2,295,893 | 37,271 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $2,318,456 | 41,401 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $2,213,297 | 42,142 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $2,298,439 | 49,514 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $2,324,236 | 54,052 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $2,857,852 | 61,738 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $3,673,377 | 62,825 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $4,402,801 | 59,098 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $3,636,423 | 59,731 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $3,769,085 | 63,624 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $4,638,014 | 94,944 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $4,202,659 | 103,795 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $3,263,604 | 95,038 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $2,595,464 | 84,050 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $1,972,653 | 84,050 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||